Florida Trust Wealth Management Co

Position in AMP — Ameriprise Financial Inc

CIK 1651023 SANIBEL, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$962,477

-$49,866 QoQ

Shares Held

2,098

-7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#628

of 1,372 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $63,360,875 across 12 Asset Management names. AMP ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	1,162,657	$49,517,561
2	BAM	Brookfield Asset Management Ltd.	87,069	$3,905,043
3	BX	Blackstone Inc.	31,225	$3,674,245
4	KKR	KKR & Co. Inc.	20,730	$1,902,599
5	RJF	Raymond James Financial Inc	9,644	$1,466,177
6	AMP	Ameriprise Financial Inc This page	2,098	$962,477
7	ARES	Ares Management Corp	5,112	$569,016
8	APO	Apollo Global Management, Inc.	3,060	$362,028

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$962,477	2,098	-7.9%	Shares	Defined	2026-07-27
2026-03-31	$1,012,343	2,278	+15.2%	Shares	Sole	2026-05-15
2025-12-31	$969,892	1,978	-10.5%	Shares	Defined	2026-01-20
2025-09-30	$1,085,662	2,210	-0.4%	Shares	Defined	2025-10-29
2025-06-30	$1,184,346	2,219	-16.5%	Shares	Defined	2025-08-13
2025-03-31	$1,286,280	2,657	-8.0%	Shares	Defined	2025-04-15
2024-12-31	$1,538,190	2,889	+2.2%	Shares	Defined	2025-01-15
2024-09-30	$1,327,683	2,826	-11.9%	Shares	Defined	2024-10-08
2024-06-30	$1,370,852	3,209	-7.8%	Shares	Defined	2024-07-22
2024-03-31	$1,525,332	3,479	-9.8%	Shares	Defined	2024-05-21
2023-12-31	$1,465,763	3,859	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.